How to Mass Edit Employee Information

How to Mass Edit Employee Information

The Mass Edit menu gives you options to mass edit profiles and rates for employee accounts. 

For Example: If you need to change the holiday profile for hundreds of employees, and the profile will be the same for all of them, you can use the Mass Edit Profiles option to accomplish the task quickly.
You can also terminate, delete, and switch EINs as long as the information is the same for each employee selected.

Mass Edit Profiles
The Mass Edit Profiles page will contain all the employees to which you have access. Your ability to access and change certain fields in employee accounts will be determined by your security profile settings. Since this is a report page, you can use inline filtering on the columns or use the filter icon to filter your list. 

Navigate to Settings > Mass Edit > Mass Edit Profiles



After selecting multiple employees, choose the Mass Edit button in the top right of the screen. 



On the Mass Edit Employees' Settings page, you will be presented with the widgets used in employee accounts. Make selections to update employee accounts with the new data, or if employee data for the selected employees should be cleared instead, there are options for that as well. 

At the top of the page, the system will show you how many employees are selected. If you click the hyperlink, an employee filter pop-up will display where you can adjust the employees included in the updated. Using this filter prevents you from having to go back to the main page and re-select. 





Once you have selected the preferred employees and selected Mass Edit, you will see a few different boxes. You can choose what needs to be changed or what needs to be cleared in each section



You can also change Account Information, Managers, and Pay Information









Once you've made the desired changes, select Apply Change